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MERCER GLOBAL ADVISORS INC /ADV: HR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on HR, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 140,219 HR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 140,219 shares
    Change vs previous 13F +26,969 shares

    <0.01% of the 13F portfolio, value $2,828,220.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 113,250 shares
    Change vs previous 13F +55,749 shares

    <0.01% of the 13F portfolio, value $1,924,123.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,501 shares
    Change vs previous 13F +3,937 shares

    <0.01% of the 13F portfolio, value $974,648.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,564 shares
    Change vs previous 13F +36,962 shares

    <0.01% of the 13F portfolio, value $965,758.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,602 shares
    Change vs previous 13F -17,430 shares

    <0.01% of the 13F portfolio, value $263,305.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,032 shares
    Change vs previous 13F -8,553 shares

    <0.01% of the 13F portfolio, value $575,135.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,585 shares
    Change vs previous 13F +22,069 shares

    <0.01% of the 13F portfolio, value $721,824.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $367,250.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).